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Pittsburgh’s Largest All DFA Index Portfolios
& Retirement Income Planning Firm
Since 1989

DiNuzzo Index Radio Show on FM News Talk 104.7

Every Sunday at 12 Noon, tune in to Pittsburgh's News Talk 104.7 to hear DIA Retirement Income Planning Radio. If you're out of the listening area, you can also stream the show on iHeartRadio.  Each week, PJ DiNuzzo answers your questions, discusses financial news and offers financial planning guidance.

Missed a show? You can listen to past episodes below.

Sunday, June 2, 2013
DiNuzzo Index Show 50

Investing Guidance and Clarity

Featured Topics:

  • Answering Listeners Questions
  • Why Investors Become Frustrated When Seeking Financial Advice
  • Understanding Your Investments & Their Expenses
  • Confusion Surrounding Insurance, Annuities, & Typical Sales Pitches

 

Sunday, May 26, 2013
DiNuzzo Index Show 49

Simplifying Retirement

Featured Topics:

  • Answering Listeners Questions
  • How Even Great Savers' Retirement Plan Can Go Wrong
  • The Necessity of Planning for the Younger Spouse
  • Index Investing and Diversification

 

Sunday, May 19, 2013
DiNuzzo Index Show 48

Direct Profitability

Featured Topics:

  • Answering Listeners Questions
  • Have We Discovered An Unknown Premium in the Stock Market
  • Direct Profitability Factor
  • Stock Market Premiums vs. The Alternatives

 

Sunday, May 12, 2013
DiNuzzo Index Show 47

Investing With Retirement Goals in Mind

Featured Topics:

  • Answering Listeners Questions
  • Investments Held in Concentrated Positions
  • Aligning Portfolio Strategies With Life Goals
  • Excessive Investment Risk

 

Sunday, May 5, 2013
DiNuzzo Index Show 46

Investing For The Long Run

Featured Topics:

  • Answering Listeners Questions
  • Negative Impacts of Market Timing and Active Management
  • Risk Adjusted Returns
  • Active Management's Underperformance and High Fees and Expenses

 

Sunday, April 28, 2013
DiNuzzo Index Show 45

Lifelong Retirement Planning

Featured Topics:

  • Answering Listeners Questions
  • Portfolio Assets Outgrowing Capability To Self-Manage
  • Extra Risk Involved In Holding Individual Stocks
  • Retirement Planning Saves The Day After Corporate Downsizing

 

Sunday, April 21, 2013
DiNuzzo Index Show 44

Roth Conversions And Retirement

Featured Topics:

  • Answering Listeners Questions
  • Retirement Planning
  • Ideal Opportunities For A Roth IRA Conversion
  • Challenges Facing Early Retirees

 

Sunday, April 14, 2013
DiNuzzo Index Show 43

A New Perspective For Retirement

Featured Topics:

  • Answering Listeners Questions
  • Discomfort Heading Into Retirement For A Self-Directed Investor
  • Solving For Tax Planning CHALLENGES
  • Gifting And Legacy Concerns For Children

 

Sunday, April 7, 2013
DiNuzzo Index Show 42

Managing New Income Opportunities

Featured Topics:

  • Answering Listeners Questions
  • Securing A Retirement Plan With Confidence, After Suffering The Loss Of A Spouse
  • Marcellus Shale Income Options
  • The Need For Cash Flow - Planning In A Fast Forward Retirement

 

Sunday, March 31, 2013
DiNuzzo Index Show 41

Making Sense Of Retirement

Featured Topics:

  • Answering Listeners Questions
  • Solving Problems For Early Retirement Success
  • Solutions For An Investor Undertaking Excessive Portfolio Risk While Approaching Retirement
  • Providing Structure And Strategic Planning For Retirement

 

Sunday, March 24, 2013
DiNuzzo Index Show 40

A Retirement Road Map

Featured Topics:

  • Answering Listeners Questions
  • Confidently Mapping A Plan For A Retirement Filled With Uncertainty
  • When Investing Too Conservatively Can Pose A Problem For Legacy Assets
  • The Necessity Of Having A Detailed Balance Sheet And Cash Flow Statement

 

Sunday, March 17, 2013
DiNuzzo Index Show 39

Retirement Targets And Social Security

Featured Topics:

  • Answering Listeners Questions
  • Guidance For Retirement Targets
  • Social Security Benefits
  • The Difficulties A Spouse May Face After Becoming Newly Responsible For Managing Their Own Finances

 

Sunday, March 10, 2013
DiNuzzo Index Show 38

DiNuzzo Index Advisors Objective Approach To Investing And Retirement

Featured Topics:

  • Answering Listeners Questions
  • What Happens After The Initial Discovery Consultation If The Relationship Is Not A Good Fit
  • The Benefits Of Improving An Ultra Conservative Portfolio
  • How DiNuzzo Index Advisors Provides Objective Financial Advice

 

Sunday, March 3, 2013
DiNuzzo Index Show 37

 

The Added Value In Having A Comprehensive Financial Plan Provided By A Fiduciary Wealth Manager

Featured Topics:

  • Answering Listeners Questions
  • The Often Overlooked Fundamental Benefits Of A Complete "Personal Financial Plan"
  • What It "Looks" & "Feels" Like When You & Your Spouse Hand Off The "Fiduciary Baton" To DiNuzzo Index Advisors
  • Experience Synergy Through A Fiduciary Partnership With A Financial Coach

 

Sunday, February 24, 2013
DiNuzzo Index Show 36

Becoming Financially Organized

Featured Topics:

  • Answering Listeners Questions
  • Coming Into Money Through A "Windfall", Inheritance, Settlement, Or Other Source
  • The Danger & Challenges Of Being Invested Too Conservatively
  • Financial Solutions Provided By The DiNuzzo Index Advisors Process

 

Sunday, February 17, 2013
DiNuzzo Index Show 35

Solving For Your Retirement Needs

Featured Topics:

  • Answering Listeners Questions
  • Benefits Of Solving For Qualitative And Quantitative Retirement Needs
  • Proper Retirement Income Planning
  • Retirement Glidepath

 

Sunday, February 10, 2013
DiNuzzo Index Show 34

Invest And Relax

Featured Topics:

  • Answering Listeners Questions
  • Annuities... The Pitfals, Misuses, And Mistakes
  • The DIA Process
  • Invest And Relax

 

Sunday, February 3, 2013
DiNuzzo Index Show 33

Life Planning In Retirement

Featured Topics:

  • Answering Listeners Questions
  • Life Planning Goals & Objectives In Retirement
  • How Proper Life Planning Can Mold Investment Policy & Decisions
  • Environmental & Socially Conscious Portfolios

 

Sunday, January 27, 2013
DiNuzzo Index Show 32

DiNuzzo Index Advisors As An Insurance Policy

Featured Topics:

  • Answering Listeners Questions
  • DiNuzzo Index Advisors As An Insurance Policy For A Surviving Spouse
  • The Danger Involved In Taking On Exessive Portfolio Risk
  • The Long Term Success Of the Saver

 

Sunday, January 20, 2013
DiNuzzo Index Show 31

Annuities In Retirement and Excessive Portfolio Risk

Featured Topics:

  • Answering Listeners Questions
  • Identifying, Defining, & Measuring Annuities For Portfolio & Retirement Income Planning
  • The Possible Ramifications Of Taking On Excessive Risk In A Retirement Portfolio
  • How Excessive Retirement Portfolio Risk Can Be Avoided

 

Sunday, January 13, 2013
DiNuzzo Index Show 30

The Pittsburgh Foundation Show

Featured Topics:

  • Answering Listeners Questions
  • The Pittsburgh Foundation
  • Reasons You May Consider Giving
  • Living Gift Objectives

 

Sunday, January 6, 2013
DiNuzzo Index Show 29

New Year's Resolution Show

Featured Topics:

  • Answering Listeners Questions
  • Top Ten Planning And Investment Resolutions
  • Retirement Planning
  • Investing For Success

 

Sunday, December 30, 2012
DiNuzzo Index Show 28

Efficient Market Theory

Featured Topics:

  • Answering Listeners Questions
  • Efficient Market Theory
  • Index Investment Management
  • Proper Asset Allocations

 

Sunday, December 23, 2012
DiNuzzo Index Show 27

Solving For Retirement

Featured Topics:

  • Answering Listeners Questions
  • Asset Allocation
  • Retirement Income Planning
  • Risk Tolerance and Risk Capacity

 

Sunday, December 16, 2012
DiNuzzo Index Show 26

Ingredients For Retirement Success

Featured Topics:

  • Anwering Listeners Questions
  • Advantages Of Hiring A Wealth Manager
  • Non-Academic Ingredients For Retirement Income Success
  • Emotions Management

 

Sunday, December 9, 2012
DiNuzzo Index Show 25

Retirement Glidepath and Legacy Assets

Featured Topics:

  • Answering Listeners Questions
  • Retirement Income Planning
  • The Importance Of Retirement Glidepaths
  • Quality Of Life Bucket For Legacy Assets

 

Sunday, December 2, 2012
DiNuzzo Index Show 24

DiNuzzo Index Advisors Philosophy and Process

Featured Topics:

  • Answering Listeners Questions
  • Investment Management: Your Road Map to Conquer The Obstacles
  • Financial Planning & Retirement Income Planning
  • Index Investing vs. Active Management

 

Sunday, November 25, 2012
DiNuzzo Index Show 23

Index vs. Active Investment Management

Featured Topics:

  • Answering Listeners Questions
  • DiNuzzo Money Bucket Stack Analysis
  • Index vs. Active Management
  • "Asset Rich" vs. "Cash Flow Poor"

 

Sunday, November 18, 2012
DiNuzzo Index Show 22

Annuity Analysis and Rules for Retirement

Featured Topics:

  • Answering Listeners Questions
  • Annuity Overviews
  • Targeting Retirement
  • Importance Of Appropriate Benchmarks

 

Sunday, November 11, 2012
DiNuzzo Index Show 21

Asset Allocation and Rules for Retirement

Featured Topics:

  • Answering Listeners Questions
  • Achieving Retirement Goals Through Proper Asset Allocation
  • Targeting Retirement
  • Importance Of Appropriate Benchmarks

 

Sunday, November 4, 2012
DiNuzzo Index Show 20

Annuities and Retirement

Featured Topics:

  • Answering Listeners Questions
  • Annuity Overview
  • Pro's & Con's of Annuities In Retirement
  • Ways To Help Avoid Annuities That Don't Fit, You Don't Understand, Or Contain Excessive Fees

 

Sunday, October 28, 2012
DiNuzzo Index Show 19

DiNuzzo Index Advisors Retirement Income Planning Show

Featured Topics:

  • Answering Listeners Questions
  • Comprehensive Retirement Income Planning
  • The Importance of a Balance Sheet, Cash Flow Statement, & Future Cash Flow Assumptions
  • DiNuzzo Money Bucket Stack Analysis

 

Sunday, October 21, 2012
DiNuzzo Index Show 18

Proven Investment Strategy Combined With the Power of Effective Financial Planning

Featured Topics:

  • Answering Listeners Questions
  • Efficient Market Theory, Indexing, & Dimensional Fund Advisors (DFA)
  • The Retirement Income Planning Process
  • How DiNuzzo Index Advisors Adds Value by Combining Proven Investment Strategy With Second to None Retirement Income Planning

 

Sunday, October 14, 2012
DiNuzzo Index Show 17

DiNuzzo Index Advisors Wealth Management Process For Retirement

Featured Topics:

  • Answering Listeners Questions
  • How DiNuzzo Index Advisors' Retirement Income Process Can Keep You Out of HARM'S WAY
  • Benefit of Working With a Wealth Manager
  • Asset Allocation, GlidePath, Index Investing, Low Fees, Low Expenses
  • DiNuzzo Money Bucket Stack Analysis

 

Sunday, October 7, 2012
DiNuzzo Index Show 16

Identifying and Managing Legacy Assets

Featured Topics:

  • Answering Listeners Questions
  • The Benefits of Properly Identifying Your Legacy Bucket
  • Target Your "Number" And Your Age of Financial Independence
  • Retirement Income Planning And Investment Analysis

 

Sunday, September 30, 2012
DiNuzzo Index Show 15

The Value of a Fiduciary Standard

Featured Topics:

  • Answering Listerners Questions
  • Developing An Investment Plan For Success For Your Surviving Spouse
  • Fiduciary vs. Suitability
  • The Benefits Of Index Investing
  • Utilizing DiNuzzo Index Advisors, Inc. As Your Investment Insurance Plan

 

Sunday, September 23, 2012
DiNuzzo Index Show 14

Benefits of Engaging a Fee-Only Firm

Featured Topics:

  • Answering Listeners Questions
  • DiNuzzo Money Bucket Stack Analysis
  • Legacy Bucket Overfunded
  • Cash Reserves Misallocated
  • A Plan For Your Surviving Spouse
  • The Benefits Of Buying Rather Than Being Sold Investments

 

Sunday, September 16, 2012
DiNuzzo Index Show 13

Investment Benefits of Low Fees & Expenses

Featured Topics:

  • Answering Listeners Questions
  • The Challenge of Having Too Many Custodians
  • Underperformance Due to Excessive Fees & Expenses
  • DiNuzzo Money Bucket Stack Analysis
  • Cash Reserve Bucket Overturned
  • Lagacy Bucket Unmanaged
  • Legacy Bucket Not Positioned For Growth

 

Sunday, September 9, 2012
DiNuzzo Index Show 12

Major Life Financial Changes

Featured Topics:

  • Answering Listeners Questions
  • Dealing With Major Life Financial Changes
  • Caring Son Helping Widowed Mom
  • DiNuzzo Money Bucket Stack Analysis, Top vs. Bottom Heavy
  • Annuity & Insurance Observations

 

Sunday, September 2, 2012
DiNuzzo Index Show 11

Retirement Do's and Don'ts

Featured Topics:

  • Answering Listeners Questions
  • Investing Your Guaranteed Income Gap
  • Choosing the Right Retirement Asset Allocation
  • What is my Retirement Investment Number?
  • How a Young Investor can Take Advantage of Their Investment Time Horizon
  • Understanding the Value of Your Investment Glidepath

 

Sunday, August 19, 2012
DiNuzzo Index Show 10

Creating Good Portfolios By Avoiding Bad Investments

Featured Topics:

  • Answering Listeners Questions
  • Examples of Investments That Cause Investors the Most Grief
  • Retirement Income Planning - Do's & Don'ts
  • DiNuzzo Index Advisors (DIA) Process
  • Why is it a Good Idea to Avoid Specific Sophisticated Investments?

 

Sunday, August 12, 2012
DiNuzzo Index Show 9

Personal Finance Challenges

Featured Topics:

  • Answering Listeners Questions
  • Appropriate Asset Allocations
  • Non-Traded REIT's
  • Inappropriate Annuities
  • Alternative Investments
  • DiNuzzo Money Bucket Stack Analysis

 

Sunday, August 5, 2012
DiNuzzo Index Show 8

How DIA Can Help!

Featured Topics:

  • Answering Listeners Questions
  • Firm Minimum Structure
  • Annuities "Good, Bad & Ugly"
  • DIA Retirement Income Planning Process

 

Sunday, July 29, 2012
DiNuzzo Index Show 7

Annuity Analysis and Retirement Income Planning

Featured Topics:

  • Answering Listeners Questions
  • Explaining ETF's
  • Looking Under the Hood of Annuities
  • "Ignoring the News Could Lead to Higher Returns" by: Dan Solin
  • DIA Retirement Income Planning Process "Q & A"

 

Sunday, July 22, 2012
DiNuzzo Index Show 6

Retirement Income Planning, Annuities, Social Security

Featured Topics:

  • Answering Listeners Questions
  • Pros and Cons of Taking Social Secuity at 62 vs. Waiting "Part 2"
  • Annuities - Types, Differences, & Uses
  • Actively Managed Funds Continue to Lose Market Share
  • Retirement Income Planning Process - Retirement Cash Flow

 

Sunday, July 15, 2012
DiNuzzo Index Show 5


Social Security, Mutual Funds and 401(k)s

Featured Topics :

  • Pros and Cons of Taking Social Security at 62 vs. waiting
  • Mutual Fund Fees/Expenses and Who Receives Them
  • A Big Bang For 401(k) Plans
  • 401(k) Hidden Fees, Q & A
  • The DiNuzzo Index Advisors Investment Process

 

Sunday, July 8, 2012
DiNuzzo Index Show 4

2nd Quarter Commentary

Featured Topics :

  • 2nd Quarter Market Commentary & First Half of Year
  • Out of State Taxes on IRA Withdrawls
  • Alan Greenspan vs Jim Rogers
  • Consumers Still Struggling
  • VA Benefits
  • 401(k) Plan News
  • Burton Malkiel On Investing

 

Sunday, July 1, 2012
DiNuzzo Index Show 3


Proper Diversification

Featured Topics :

  • Proper Diversification
  • Goldman Sach's Market Call
  • Consumers Still Struggling With Debt
  • ETF Indexes
  • Big Bang 401(k) Changes
  • Warrent Buffet on Investing

 

Sunday, June 24, 2012
DiNuzzo Index Show 2

Eurozone Challenges

Featured Topics :

  • Spain's Pain
  • Greek Exit?
  • "Priceless Legacies"
  • More Luck Than Skill
  • 401(k) Matching
  • Buying a Car
  • Retirement Income Planning

 

Sunday, June 17, 2012
DiNuzzo Index Show 1


Asset Allocation

Featured Topics :

  • 401(k) Observations
  • DIA In The News
  • IPO Winners & Losers Featuring LinkedIn & Facebook
  • Frozen Investments
  • Concentrated Position
  • Asset Allocation

 

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